Estate Planning & Insurance Agent-

Affinex Financial • Ocala, FL

22h • $150,000 - $500,000 • Onsite

About The Position

Affinex Capital is hiring an Estate Planning & Insurance Agent to meet with local clients who have established living trusts, review their estate plans, and provide risk-managed income protection solutions. The company provides pre-scheduled, high-intent client appointments and covers marketing costs, with no out-of-pocket marketing expense for the agent. The role is conducted through local in-person field appointments and is structured as a 1099 contract position with commission-only compensation and uncapped earning potential.

Agents attend approximately 5–8 pre-qualified appointments per week and use a structured educational presentation model to review clients’ financial situations, identify retirement income gaps, and explain wealth-preservation and income-stability options, primarily Fixed Indexed Annuities. Back-office operations, customized CRM tools, coaching, sales techniques, presentation systems, and ongoing training are provided. Compensation is listed as $150,000–$500,000+ per year, with uncapped commission and performance bonuses.

Requirements

• Active Life Insurance Producer’s License.
• Comfort working in a 1099 contract, commission-only structure with uncapped earning potential.
• High coachability and willingness to master a structured educational presentation system.
• Strong communication skills and ability to explain complex financial concepts in simple, empathetic terms.

Nice To Haves

• 1–3+ years of experience in insurance sales, financial services, annuity sales, or relationship-driven closing roles.

Responsibilities

• Attend 5–8 pre-scheduled, in-person appointments each week with local clients who have recently established living trusts.
• Conduct structured, educational reviews of clients’ financial situations to identify gaps in retirement income.
• Educate clients about risk-managed “safe money” options, primarily Fixed Indexed Annuities, to support wealth preservation and income stability.
• Use the company’s structured educational presentation model to support client satisfaction and conversion rates.
• Maintain an active field schedule to service the company’s pre-set appointments.

Benefits

• 5–8 pre-qualified appointments weekly, with no cold calling, prospecting, or payment for leads.
• No out-of-pocket marketing expenses; the company covers marketing costs and risk.
• Uncapped commission splits, quarterly productivity bonuses, and incentive trips.
• Dedicated internal operations team for administrative paperwork and customized CRM tools.
• Industry coaching, advanced annuity sales techniques, proprietary presentation systems, and ongoing training.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed